Trinity Point Wealth, LLC Schwab Short Term Us Treasury Transaction History
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
A detailed history of Trinity Point Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 16,191 shares of SCHO stock, worth $390,041. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,191
Previous 16,169
0.14%
Holding current value
$390,041
Previous $778,000
1.93%
% of portfolio
0.12%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio